Caliber Wealth Management (Kansas)’s iShares US Technology ETF IYW Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$378K	Sell	1,498 -505	-25%	-$116K	0.04%	215
2026 Q1	$363K	Sell	2,003 -114	-5%	-$22K	0.04%	202
2025 Q4	$423K	Buy	2,117 +75	+4%	+$15K	0.05%	188
2025 Q3	$400K	Sell	2,042 -921	-31%	-$168K	0.04%	189
2025 Q2	$513K	Buy	2,963 +807	+37%	+$122K	0.06%	180
2025 Q1	$303K	Buy	+2,156	New	+$336K	0.04%	198

Other funds holding IYW

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s IYW Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its iShares US Technology ETF (IYW) stake by 25% in Q2 2026, selling an estimated $116K and leaving 1,498 shares worth $378K. The position accounts for 0.04% of the portfolio, ranked #215.

Caliber Wealth Management (Kansas) first reported a position in IYW in Q1 2025 and has held it in 6 quarters since. The position peaked at $513K in Q2 2025. 569 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Caliber Wealth Management (Kansas) held 1,498 shares of iShares US Technology ETF worth $378K as of Q2 2026.
Caliber Wealth Management (Kansas) sold 505 iShares US Technology ETF shares in Q2 2026, an estimated $116K.
iShares US Technology ETF made up 0.04% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #215 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares US Technology ETF in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s iShares US Technology ETF position peaked at $513K in Q2 2025.
569 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.